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REAL ESTATE
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The owner statement should not take a week.

Owner agreements and fee structures, monthly statements with income and expenditure, payout processing and portfolio yield — produced from transactions rather than assembled by hand.

The problem

Managing agents lose owners over reporting more often than over performance. A statement that arrives late, or that the owner cannot reconcile to their own expectations, erodes trust faster than a vacant month.

When the statement is generated from the same transactions that ran the building, it can be issued on the second of the month and defended line by line.

Core workflow

Transactions to owner payout.

01
Agreement
Management scope, fee basis and payout terms.
02
Income
Rent and recoveries collected on the owner's units.
03
Expenditure
Maintenance, service charge and agreed costs.
04
Fees
Management and leasing fees calculated.
05
Statement
Issued with full transaction detail.
06
Payout
Net proceeds transferred and reconciled.
What it covers

Agreements

Owner and portfolio registerManagement fee structuresLeasing and renewal feesExpenditure authority limitsAgreement expiry and renewal

Reporting

Monthly owner statementIncome and expenditure detailOccupancy and arrears positionMaintenance spend summaryOwner portal access

Performance

Gross and net yieldPortfolio comparisonVacancy costCapital expenditure trackingMulti-owner consolidation
Operational outcomes
2nd of month
Owner statements issued
−8 days
Statement preparation time
Line by line
Statement traceable to transactions
6.4%
Net portfolio yield reported

Ranges observed on Al Jawad engagements. Targets agreed in assessment.

Produce one owner statement from live data.

We generate a full monthly statement for one owner and compare it against your manual version.